Very good tax program. It did all of the heavy lifting for 100+ option trades I did last year. However, I think that Section 1256 on form6781 could be automated, In my case anyway. It would have saved me a couple of hours translating gov. speak into English to find out that I had to enter 1 number from my broker provided form1099 section 1256 (Mark to Market trades) to form 6781. That said, overall, H&R Block software did an outstanding job. I recommend the program to others without reservation. I will certainly buy it again next year.
I have used this software for several years in a row and have found it to be very easy to use, reliable and thorough. I especially enjoy the feature that transfers data from one year to the next without having to reenter it.
Pros: Easy to prepare, Maximizes refund, Easy to import documents, Fast
Federal program software is very good but California State program has one big error that add the CA Additions to 540 form the $10,200 to the state taxable income total incorrectly! Please review and make update corrections ASAP. Thanks
For the most part, it handles everything I wanted it to handle. I suspect one error (of omission) in the state portion but I have absolutely no quarrel and no dissatisfaction for the federal return.
Very easy do-it-yourself software. We've used it for several years and will use it from here on out I'm sure. Like the fact that they'll stand behind the figures in case of an audit.